Migrate from Prophet CRM to HubSpot

Prophet contact records map directly to HubSpot contacts. We resolve the primary company link and populate HubSpot's company association. Owner is resolved by email match to a HubSpot user; unmatched owners become a custom property on the contact record for reference.

Prophet company records map 1:1 to HubSpot companies, preserving all standard fields including domain, industry classification, employee count, and annual revenue. We resolve parent-company relationships by mapping Prophet's parent-company hierarchy to HubSpot's parent-company lookup field. Circular references in the hierarchy are flagged during the pre-migration audit and one relationship is preserved to maintain data integrity before import.

Prophet opportunity records map to HubSpot deals. We map opportunity stage values to HubSpot pipeline stage names using a value-by-value lookup table that your team confirms before migration. Amount, close date, owner, and contact associations transfer with the deal record.

Prophet stage names (e.g., Prospecting, Proposal, Negotiation) map to corresponding HubSpot deal pipeline stage names. If your Prophet stages have no exact HubSpot match, we create the stage in your HubSpot pipeline before importing. Stage probability values are stored as a custom field on the deal.

Prophet departments with separate data templates and cross-department access rules translate to HubSpot Teams for user permission scoping and a custom contact property (Prophet_Department__c) for historical label preservation. Full department-rule parity cannot be achieved solely through migration and requires post-migration HubSpot admin configuration to rebuild access controls and template logic within HubSpot's native admin settings.

Prophet group email membership does not have a direct HubSpot equivalent. We preserve group membership as a custom multi-select property on each contact so your team can rebuild email lists in HubSpot's lists tool. The email-send behavior must be rebuilt using HubSpot sequences or campaigns.

Prophet call logs transfer to HubSpot as call engagements attached to the contact record. Call duration, outcome, and notes migrate as HubSpot call engagement properties. Original call timestamps and owner attribution are preserved from the source system. Call disposition values from Prophet map to HubSpot's call outcome property using a defined value mapping.

Tracked email history from Prophet transfers as email engagements in HubSpot, preserving the email body and timestamp from the source record. Email templates are not migrated as they rely on Prophet's template library; these must be rebuilt manually in HubSpot's email template library after migration completes.

Prophet meeting records map to HubSpot meeting engagements, preserving the original start time, duration, and attendee list as HubSpot meeting engagement properties. Meeting body or notes content transfers as an attachment or as a note associated with the engagement record.

Prophet document attachments on contact, company, or opportunity records are downloaded via the Prophet API and re-uploaded to HubSpot Files. Files are then associated with the matching contact, company, or deal record via HubSpot's file attachment mechanism. Note that HubSpot's hosting tier imposes file size limits that may affect very large document uploads.

Prophet contact custom fields map to HubSpot contact properties, preserving the original property data type (text, number, date, pick-list). If a Prophet custom field name conflicts with a reserved HubSpot property name, we append a suffix such as _custom and flag the property for your team to rename in HubSpot settings after migration completes.

Prophet opportunity custom fields transfer to HubSpot deal custom properties, maintaining the original data type from the source field. Pick-list value mappings require a value-by-value lookup for each custom pick-list property to ensure the correct HubSpot option is selected for each deal record during import.

Prophet user records are matched to HubSpot users by email address lookup. If a Prophet owner has no corresponding HubSpot user, their records are assigned to a designated fallback owner and a custom property (Original_Owner__c) preserves the original attribution for historical reporting after migration.

Prophet's contact-opportunity linking transfers as HubSpot deal-contact associations. When a single Prophet opportunity has multiple associated contacts, we create multiple deal-contact associations in HubSpot while preserving the same primary-contact flag from the source record. If a Prophet opportunity has no associated contacts, the deal migrates as a standalone record and the contact associations are logged in the migration report for manual resolution.